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1,276 hedge funds and large institutions have $55B invested in KLA in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 460 increasing their positions, 463 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 74

8.63% more ownership

Funds ownership: 869.54%878.17% (+8.6%)

4% more funds holding

Funds holding: 1,2241,276 (+52)

1% less repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 463

5% less capital invested

Capital invested by funds: $57.7B → $55B (-$2.72B)

7% less call options, than puts

Call options by funds: $637M | Put options by funds: $688M

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

Holders
1,276
Holders Change
+52
Holders Change %
+4.25%
% of All Funds
20.25%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
137
Increased
460
Reduced
463
Closed
74
Calls
$637M
Puts
$688M
Net Calls
-$50.7M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
B
1051
BetterWealth
California
$234K +$245K +5,110 New
SPC
1052
Sigma Planning Corp
Michigan
$233K -$103K -2,140 -30%
Loomis, Sayles & Company
1053
Loomis, Sayles & Company
Massachusetts
$232K -$411K -8,560 -63%
LWM
1054
LJI Wealth Management
Indiana
$231K -$31.1M -648,550 -99%
PPC
1055
Park Place Capital
Alabama
$230K
ET
1056
Equitable Trust
Tennessee
$230K +$23.5K +490 +11%
JAG
1057
Journey Advisory Group
Kentucky
$230K +$10.1K +210 +4%
CPA
1058
Court Place Advisors
Maryland
$229K
LCM
1059
Lewis Capital Management
California
$229K
ESCM
1060
Echo Street Capital Management
New York
$227K +$6.71K +140 +3%
TA
1061
TruWealth Advisors
Louisiana
$227K
JSW
1062
Journey Strategic Wealth
New Jersey
$227K -$67.1K -1,400 -22%
BHWM
1063
Bar Harbor Wealth Management
New Hampshire
$225K +$4.8K +100 +2%
PWMG
1064
Provence Wealth Management Group
California
$225K +$235K +4,900 New
AM
1065
AGF Management
Ontario, Canada
$224K +$235K +4,890 New
CBA
1066
Coastal Bridge Advisors
Connecticut
$223K
DWM
1067
Drive Wealth Management
Utah
$223K +$22.5K +470 +11%
FL
1068
Fort LP
Maryland
$222K +$233K +4,850 New
CWP
1069
Concord Wealth Partners
Virginia
$222K -$4.8K -100 -2%
Cohen & Steers
1070
Cohen & Steers
New York
$222K -$201K -4,200 -46%
IFG
1071
Independent Financial Group
California
$221K -$59.5K -1,240 -20%
LIM
1072
Leavell Investment Management
Alabama
$221K +$25.4K +530 +12%
CWM
1073
Centurion Wealth Management
Virginia
$221K +$231K +4,820 New
PCIG
1074
Partners Capital Investment Group
Massachusetts
$220K +$230K +4,800 New
WFAG
1075
Wescott Financial Advisory Group
Pennsylvania
$219K

KLAC Hedge Fund Activity: Q3 2023 in Review

1,276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2023, worth a combined $55B — down 4.7% from $57.7B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new KLAC positions and 74 closed out — a net gain of 63 holders — while 460 added to existing stakes and 463 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $192M. The largest seller was Fidelity International, cutting an estimated $211M.

  • 1,276 institutional investors held KLA (KLAC) as of Q3 2023, up from 1,224 in Q2 2023.
  • Funds reported $55B of KLA stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 137 funds opened new KLA positions in Q3 2023 and 74 closed out, a net change of +63 holders.
  • The largest KLA buyer in Q3 2023 was Goldman Sachs, an estimated $192M added.
  • The largest KLA seller in Q3 2023 was Fidelity International, an estimated $211M sold.

Based on aggregated 13F filings for Q3 2023.